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Catherine Morgan (CFP®)

Planning Specialties

Cat double majored in sociology and chemistry at The College of New Jersey, she started her career as an organic chemist in R&D at a flavors and fragrances company. Her original plan was to become a college chemistry professor, but her budding interest in personal finance soon became her focus and led to her beginning her career at Rockwood. Cat lives in Yardley, PA with her wife and enjoys spending her time exploring Bucks County and spending time with family.

NAPFA Start Date

February 11, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777
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